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Milestone Investment Advisors LLC: SPHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestone Investment Advisors LLC on SPHQ, newest first. How the timeline and the estimate are built.

Milestone Investment Advisors LLC held 533,994 SPHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 533,994 shares
    Change vs previous 13F +5,876 shares

    10.4% of the 13F portfolio, value $48,112,839.

    13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 528,118 shares
    Change vs previous 13F +2,201 shares

    9.59% of the 13F portfolio, value $39,709,161.

    13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 525,917 shares
    Change vs previous 13F -2,194 shares

    9.56% of the 13F portfolio, value $39,470,055.

    13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 528,111 shares
    Change vs previous 13F -4,809 shares

    9.62% of the 13F portfolio, value $38,705,245.

    13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 532,920 shares
    Change vs previous 13F -12,073 shares

    9.91% of the 13F portfolio, value $37,975,864.

    13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 544,993 shares
    Change vs previous 13F -15,863 shares

    10.04% of the 13F portfolio, value $36,154,856.

    13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 560,856 shares
    Change vs previous 13F +37,611 shares

    10.21% of the 13F portfolio, value $37,594,155.

    13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 523,245 shares
    Change vs previous 13F not available

    9.86% of the 13F portfolio, value $35,198,688.

    13F-HR 0001967018-24-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).